Why Everything You Know About Asset Allocation Is About To Change

In this week's stock market video:  

  • The single best signal.
  • Your pie chart may disappoint in the next 20 years.
  • My bonds seem to be acting differently. 
  • The lure of past balanced portfolio performance.
  • Has diversification worked well in 2018?
  • It’s all we know (recency bias).
  • Haven’t seen anything like this in 35 years. 
  • The market has changed and we may have to adjust significantly. 
  • The real world 1926-2018 vs. perceptions.
  • Is bullish momentum waning?
  • Should we be concerned about breadth? 
  • But, we are near all-time highs.